百济神州(06160)盘中涨逾7%,截至发稿,股价上涨6.01%,现报139.30港元,成交额1.56亿港元。
国泰君安此前指出,百济神州泽布替尼高速放量,2025年预计迎来扭亏节点。2023年前三季度泽布替尼销售收入达18.2亿美元,同比+107%,在美国CLL新患中的市场份额已超过竞品伊布替尼、阿卡替尼,位列第一,后续有望在患者的持续滚动积累下维持高速放量趋势;2025年,公司有望实现GAAP经营利润盈亏平衡。另外,公司多款自研产品步入密集收获期。考虑到公司核心产品在欧美放量加速,扭亏节点临近,维持“增持”评级。
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